UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 |
UBS Group
UBS
|
+$3.87B |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$729M |
| 3 |
Union Pacific
UNP
|
+$209M |
| 4 |
Alcon
ALC
|
+$183M |
| 5 |
Linde
LIN
|
+$167M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$927M |
| 2 |
Apple
AAPL
|
+$668M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$559M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
+$535M |
| 5 |
TSMC
TSM
|
+$336M |
Sector Composition
| 1 | Technology | 15.53% |
| 2 | Financials | 10.21% |
| 3 | Healthcare | 8.53% |
| 4 | Consumer Discretionary | 6.37% |
| 5 | Industrials | 5.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
5126
BRC Inc
BRCC
$189M
| $68.4K | ﹤0.01% |
13,312
+4,525
| +51% | +$23.3K |
|
|
SPE
5127
Special Opportunities Fund
SPE
$166M
| $68.2K | ﹤0.01% |
6,233
-2,978
| -32% | -$32.6K |
|
|
LSEA
5128
DELISTED
Landsea Homes
LSEA
| $68.1K | ﹤0.01% |
11,244
-3,388
| -23% | -$20.5K |
|
5129
Nature's Sunshine
NATR
$285M
| $68.1K | ﹤0.01% |
6,672
+1,596
| +31% | +$16.3K |
|
5130
Banco Santander Chile
BSAC
$12.1B
| $68.1K | ﹤0.01% |
3,820
-498
| -12% | -$8.88K |
|
5131
Noodles & Co
NDLS
$28.3M
| $68.1K | ﹤0.01% |
14,037
+394
| +3% | +$1.91K |
|
|
TBNK
5132
DELISTED
Territorial Bancorp Inc.
TBNK
| $68K | ﹤0.01% |
3,522
+3,504
| +19,467% | +$67.7K |
|
|
MREO
5133
Mereo BioPharma
MREO
$277M
| $68K | ﹤0.01% |
96,157
-32,384
| -25% | -$22.9K |
|
5134
Red River Bancshares
RRBI
$441M
| $67.7K | ﹤0.01% |
1,408
+203
| +17% | +$9.77K |
|
5135
Pacer Trendpilot International ETF
PTIN
$166M
| $67.6K | ﹤0.01% |
2,575
-2,238
| -46% | -$58.8K |
|
5136
HighPeak Energy
HPK
$844M
| $67.5K | ﹤0.01% |
2,936
+1,206
| +70% | +$27.7K |
|
5137
Adaptive Core ETF
RULE
$12M
| $67.5K | ﹤0.01% |
3,471
+2,669
| +333% | +$51.9K |
|
5138
Meridian
MRBK
$180M
| $67.4K | ﹤0.01% |
5,349
-2,385
| -31% | -$30.1K |
|
|
FSP
5139
Franklin Street Properties
FSP
$169M
| $67.3K | ﹤0.01% |
42,847
+26,148
| +157% | +$41.1K |
|
5140
Franklin FTSE China ETF
FLCH
$244M
| $67.3K | ﹤0.01% |
3,423
-4,574
| -57% | -$89.9K |
|
5141
Atlanticus Holdings
ATLC
$1.06B
| $67.2K | ﹤0.01% |
2,476
+1,706
| +222% | +$46.3K |
|
5142
Weave Communications
WEAV
$586M
| $67.2K | ﹤0.01% |
13,515
+6,431
| +91% | +$32K |
|
5143
Invesco Investment Grade Defensive ETF
IIGD
$27.4M
| $67.2K | ﹤0.01% |
+2,781
| New | +$67.2K |
|
5144
Terns Pharmaceuticals
TERN
$659M
| $67.2K | ﹤0.01% |
+5,672
| New | +$67.2K |
|
5145
iShares MSCI Ireland ETF
EIRL
$59.8M
| $67.1K | ﹤0.01% |
1,222
-4,313
| -78% | -$237K |
|
5146
Fidelity Electric Vehicles and Future Transportation ETF
FDRV
$31.5M
| $67.1K | ﹤0.01% |
+3,572
| New | +$67.1K |
|
|
BIGB
5147
DELISTED
Roundhill BIG Bank ETF
BIGB
| $67.1K | ﹤0.01% |
+2,582
| New | +$67.1K |
|
|
TEAD
5148
Teads Holding Co
TEAD
$160M
| $66.9K | ﹤0.01% |
16,197
-4,946
| -23% | -$20.4K |
|
5149
Zumiez
ZUMZ
$349M
| $66.8K | ﹤0.01% |
3,624
-11,038
| -75% | -$204K |
|
5150
Capital Group Municipal Income ETF
CGMU
$4.05B
| $66.7K | ﹤0.01% |
2,500
+2,398
| +2,351% | +$64K |
|